McDonald's
MCD
3,186 hedge funds and large institutions have $155B invested in McDonald's in 2023 Q4 according to their latest regulatory filings, with 386 funds opening new positions, 1,270 increasing their positions, 1,142 reducing their positions, and 135 closing their positions.
186% more first-time investments, than exits
New positions opened: 386 | Existing positions closed: 135
18% more capital invested
Capital invested by funds: $132B → $155B (+$23.6B)
11% more repeat investments, than reductions
Existing positions increased: 1,270 | Existing positions reduced: 1,142
6% more funds holding
Funds holding: 2,993 → 3,186 (+193)
6% more funds holding in top 10
Funds holding in top 10: 104 → 110 (+6)
3.71% more ownership
Funds ownership: 68.5% → 72.21% (+3.7%)
2% more call options, than puts
Call options by funds: $2.76B | Put options by funds: $2.7B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.85B |
| 2 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
+$1.53B |
| 3 |
JP Morgan Chase
New York
|
+$566M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$415M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$404M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$320M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$302M |
| 3 |
Renaissance Technologies
New York
|
-$251M |
| 4 |
Two Sigma Advisers
New York
|
-$239M |
| 5 |
Millennium Management
New York
|
-$228M |
MCD Hedge Fund Activity: Q4 2023 in Review
3,186 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q4 2023, worth a combined $155B — up 18% from $132B a quarter earlier.
Buyers outnumbered sellers: 386 funds opened new MCD positions and 135 closed out — a net gain of 251 holders — while 1,270 added to existing stakes and 1,142 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.85B. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $320M.
- 3,186 institutional investors held McDonald's (MCD) as of Q4 2023, up from 2,993 in Q3 2023.
- Funds reported $155B of McDonald's stock for Q4 2023, up 18% quarter-over-quarter.
- 386 funds opened new McDonald's positions in Q4 2023 and 135 closed out, a net change of +251 holders.
- The largest McDonald's buyer in Q4 2023 was Morgan Stanley, an estimated $3.85B added.
- The largest McDonald's seller in Q4 2023 was Qube Research & Technologies (QRT), an estimated $320M sold.
Based on aggregated 13F filings for Q4 2023.